When a member is associated with multiple companies, these companies can be added as Additional Companies to a member's record. Additional companies can be added, removed, and past assignments viewed. You can also use the Member History screen to see information changes made to member information. For more information, see Reviewing member history.
This article describes viewing and editing a member's Additional Companies.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
To review and edit additional companies
Select Customers in the top menu and select Members from the drop-down menu.
Locate the member in the grid and click the member's name. The Member Essentials window appears.
To edit member information, click the Edit button.
TIP: To access additional information about the member, such as their History, click Detailed View.
In the Additional Companies section, click Add to add a new additional company.
Click the red trashcan button next to a company name to remove the additional company.
In the Past Additional Companies section, click the green plus (+) add button next to a company name to reinstate the company as an additional company.
NOTE: This section only appears if an additional company was previously removed.
Click Save. See the end of this article for a screen example.
Additional companies screen example
